Senior Financial Planning and Product Specialist

4 weeks ago


Suzhou, Jiangsu, China HSBC Full time
Job Title: Senior Financial Planning and Product Expert

We are seeking an experienced professional to strengthen HSBC's image as a leading wealth provider.

Key Responsibilities:

  • Provide clients with access to advanced technical product expertise and internal training materials on portfolio strategy and investment product insights.
  • Conduct training to deliver new investment product launches and translate product strategy to PWP.
  • Supply timely market and product updates, and assist frontline teams with customer servicing needs and disputes.
  • Collect and apply market and channel intelligence to identify competitive gaps, service issues, business opportunities, and challenges.
  • Work closely with the Investment Product Team and Financial Planning Team on new products, product enhancements, and customer experience improvements.

Requirements:

  • University degree with honors in economics, finance, business, mathematics, or a related discipline.
  • Minimum of six years of working experience as an investment counsellor or product specialist.
  • Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions.
  • Deep knowledge of financial planning to provide wealth management advice to high net wealth customers, including retirement, estate planning, and family trust.
  • Extensive external market awareness of market conditions, new product solutions, and current financial market activities.
  • Excellent interpersonal and communications skills, with the ability to work effectively as part of a team.
  • Demonstrates ability to set stretch goals for self and deliver them with courage and tenacity.
  • Excellent investment consultation and presentation skills.
  • Obtained Fund Qualification from AMAC (preferred).
  • Fluent in English and Mandarin.


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